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1,260 hedge funds and large institutions have $36.3B invested in MetLife in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 395 increasing their positions, 514 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 76

14% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.25B

7% more funds holding

Funds holding: 1,1801,260 (+80)

6% more capital invested

Capital invested by funds: $34.4B → $36.3B (+$1.9B)

1.61% more ownership

Funds ownership: 72.58%74.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 514

Holders
1,260
Holders Change
+80
Holders Change %
+6.78%
% of All Funds
18.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
172
Increased
395
Reduced
514
Closed
76
Calls
$1.43B
Puts
$1.25B
Net Calls
+$177M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
826
Penobscot Investment Management
Massachusetts
$324K +$12.5K +200 +4%
EI
827
Ellevest Inc
New York
$324K +$83.9K +1,341 +38%
JF
828
Joule Financial
Kentucky
$323K -$42.6K -681 -12%
WPW
829
Waldron Private Wealth
Pennsylvania
$322K +$29.8K +476 +11%
EWA
830
EP Wealth Advisors
California
$320K -$47.4K -757 -14%
MC
831
Maverick Capital
Texas
$319K +$302K +4,823 New
SMC
832
Smith, Moore & Co
Missouri
$318K -$7.82K -125 -3%
IWM
833
IHT Wealth Management
Illinois
$317K -$42.6K -680 -12%
SIMG
834
Sonora Investment Management Group
Arizona
$316K +$299K +4,776 New
MWM
835
Modern Wealth Management
Kansas
$314K +$297K +4,749 New
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$310K +$6.82K +109 +2%
SCM
837
Shelton Capital Management
Colorado
$309K -$23.8K -381 -8%
SWM
838
Silverlake Wealth Management
Vermont
$309K +$188 +3 +0.1%
LSAG
839
Lake Street Advisors Group
New Hampshire
$308K +$292K +4,659 New
MG
840
Mather Group
Illinois
$305K +$15.1K +242 +6%
SWM
841
Scissortail Wealth Management
Oklahoma
$303K +$270K +4,312 New
AFT
842
Alpha Family Trust
California
$303K
AT
843
Arden Trust
Delaware
$302K -$10.3K -165 -3%
DA
844
Dover Advisors
Virginia
$302K -$67.8K -1,083 -19%
QCG
845
Quadrant Capital Group
Ohio
$301K -$18.7K -299 -6%
BC
846
Bridgefront Capital
Texas
$297K +$281K +4,484 New
CWP
847
Concord Wealth Partners
Virginia
$296K -$19.2K -307 -6%
HIC
848
Holderness Investments Company
North Carolina
$296K +$280K +4,471 New
ILI
849
Invesco LLC (Illinois)
Illinois
$295K -$7.2K -115 -3%
TPWA
850
TRUE Private Wealth Advisors
Oregon
$294K -$8.13K -130 -3%